
Aif Jon Maertz Cpfa Crps
Enhancing corporate 401(k)/retirement and executive benefit programs. Working with clients to integrate these benefits with their financial wellness... | Greater Milwaukee, Greater Milwaukee, United States
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Aif Jon Maertz Cpfa Crps’s Emails jo****@nf****.com
Aif Jon Maertz Cpfa Crps’s Phone Numbers No phone number available.
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Aif Jon Maertz Cpfa Crps’s Location Greater Milwaukee, Greater Milwaukee, United States
Aif Jon Maertz Cpfa Crps’s Expertise Enhancing corporate 401(k)/retirement and executive benefit programs. Working with clients to integrate these benefits with their financial wellness and healthcare programs. I have extensive experience working with firms of all sizes on plan design, executing RFP searches, and providing investment consulting/advisory services.
Aif Jon Maertz Cpfa Crps’s Current Industry Nfp Retirement Division
Aif
Jon Maertz Cpfa Crps’s Prior Industry
Strong Capital Management
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Us Bancorp
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Wisconsin Lutheran College
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Robert W Baird
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Star Of Bethlehem
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Bronfman Rothschild
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The Lutheran Home Association
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Nfp Retirement Division
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Work Experience

Nfp Retirement Division
Senior Plan Advisor
Thu Aug 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
The Lutheran Home Association
Board of Directors
Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bronfman Rothschild
Senior Plan Advisor
Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Star Of Bethlehem
Board of Education
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Robert W Baird
Vice President, Senior Retirement Plan Consultant
Fri Apr 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Wisconsin Lutheran College
Alumni Board Chairman
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Bancorp
Assistant Vice President, Client Management
Mon Mar 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Apr 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Strong Capital Management
Retirement Plan Account Manager
Thu Feb 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)